Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
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Ivan Illan Discusses How To Pick The Right Financial Advisor For You
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Manage episode 404057155 series 1320447
Konten disediakan oleh Brian K Wright. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian K Wright atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Ivan Illan was the guest on this episode of Success Profiles Radio. Since 1996, Ivan has raised and/or managed over $1 Billion in assets in both senior portfolio manager and institutional sales roles with Fortune 100 companies and startups. He is also the author of two books, including “How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making”. We discussed how money was always a conversation at the dinner table when he was a kid, how he started his financial management company Aligne Financial, what to look for in a financial advisor, and how to do due diligence on a financial advisor you might think of hiring. In addition, we talked about how to discern if your portfolio is performing badly because of the market or because your advisor isn't doing a good job. Finally, we talked about his philosophy of money management, how to know what assets to allocate money to right now, and what has surprised him most about his journey. You can listen and subscribe on Apple Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)
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continue reading
581 episode
MP3•Beranda episode
Manage episode 404057155 series 1320447
Konten disediakan oleh Brian K Wright. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian K Wright atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Ivan Illan was the guest on this episode of Success Profiles Radio. Since 1996, Ivan has raised and/or managed over $1 Billion in assets in both senior portfolio manager and institutional sales roles with Fortune 100 companies and startups. He is also the author of two books, including “How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making”. We discussed how money was always a conversation at the dinner table when he was a kid, how he started his financial management company Aligne Financial, what to look for in a financial advisor, and how to do due diligence on a financial advisor you might think of hiring. In addition, we talked about how to discern if your portfolio is performing badly because of the market or because your advisor isn't doing a good job. Finally, we talked about his philosophy of money management, how to know what assets to allocate money to right now, and what has surprised him most about his journey. You can listen and subscribe on Apple Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)
…
continue reading
581 episode
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